Submitted By Gary Tanashian
This is a test run of the new letter, Notes From the Rabbit Hole (NFTRH) in pdf format. Please review and continue to give me comments via email gt AT biiwii.com if you would be so kind. I am trying to get a feel for everything from how the PDF program I am trying out works to the content and structure of the letter.
Regarding the latter, note that there will be individual stocks highlighted on occasion and where I have limits in my fundamental analysis I will call upon my friend Otto of Inca Kola News to provide the in depth NOBS (no b/s stock analysis) - through special arrangement - on selected stocks that only a professional equities analyst can produce. As noted at the end of the letter, I also plan to include the composition of my portfolios although I do not plan to list the individual holdings as this is not a 'stock pick' letter beyond a few ideas I highlight separately. The portfolio will be broken down by asset class.
I think I will settle on a monthly billing via PayPal (or credit card through PayPal) so that you may cancel at any time if you find the letter is not for you. What I like about this is that those who stay on board are doing so because of value received, not a one year commitment.
Much more to come as I work out the logistics, but I wanted to rush out this sample pre-market. Please let me know your thoughts. Edit (9:38) The plan is for the letter to be sent out weekly, most likely by Sunday early afternoon, in time to be digested well ahead of the new week's market open.
Edit (10:59) Feedback thus far (keep it coming & thanks)
1) Interesting read although I don't completely understand what you write. Logo blurry. It's an acquired taste ;-). Logo may go.
2) Otto's funda contribution a good idea. I think so too.
3) Square off typesetting. Is it weekly or monthy? I like the name. Consider 'investment alert' that can come at any time as needed for a stock, metal or asset. You didn't mention price. Will check typeset format. It's weekly. I like the name too. I will think about the 'alert' and its purpose/function. Still chewing on the price. I want it to be fair and competitive.
4) "I am enthusiastic about NFTRH. Congratulations! No doubt others will have told you by now that the images in the PDF file did not come through, at least not on my Mac system.... Anyway I am looking forward to the NFTRH. With graphics included. :-)" Arghhh, first negative associated with the pdf software. Others please let me know how the images are coming out. Thanks.
5) "Dear Gary,
Thank you for sending me this.
1) I had a box saying it could not parse an image
2) Page 1 started with "Peter Newell's....."
3) I think something was missing from page 2
4) Page 5 was blank
5) Only words at the top of Page 6
6) I could not print off the document - a box came up to tell me this - but maybe this was deliberate.
Maybe I have not got the right Acrobat Reader but I can normally receive most things. Perhaps you could let me know.
Having said that I much appreciate your work. I agree entirely the inflation/deflation issue is everything
Your work mirrors that of Bob Hoye in certain respects and it would be great if you could complement him as he is (perhaps wisely) obtuse at times. When I met him 18 months ago I know he was very interested in juniors and I seem to remember he advised a switch towards them before they subsequently collapsed but has gone very quiet on them since - no exhaustions either. A supportive helping hand on the macro rather than micro here - assuming good companies - would be v useful.
Completely different but I still get worried by the chap who believes he can monitor what gold (and other) market engineering is going on and how easily this is being accomplished. He thinks the powers that be are still well in control as far as gold is concerned and only when the remaining powers (JPM/Goldman presumably) have bought up what they want at firesale prices will things go through the roof - but this not likely before at least 2012. His thesis is likely to be quite severely tested in the next few months but then I still won't want to put too much on his advice if he comes successfully through this !
Good luck to you. I will be pleased to subscribe but hope to be able receive everything.
Must get to the bottom of the pdf issue. You see Hoye in my work because I am from the man's school. Cut from that clothe, especially in the distinction between gold and commodities. I have also been heavily influecenced by Prechter and to some degree by Saville. But my accute learning was through one individual who you may have heard of in the past but shall remain nameless and I continue to learn through friends I 'met' during that era like Chris Martenson.
6) Regarding pdf issues...
"Gary,
I am using a Mac which comes with an Apple PDF reader called Preview. I also have Adobe, but did not know that there was any difference, and so didn't have 2 Pdf readers out on my desktop.
In Adobe Acrobat Reader all of your images appear as they should. In Preview they are absent. So, yes, the issue is at my end. The Apple application, Preview, has limited capability of which I was unaware.
I have no idea what the problem is. PostScript is PostScript (just a language) and the Preview app is displaying the text correctly but failing to display the images.
I have replaced Preview with Acrobat Reader on my desktop. The issue may come up again with readers who are Mac users. The answer is to go to adobe.com and get Acrobat Reader, which is a free download.
John"
Again, I am just testing out this Nitro pdf which has a neat interface and is less clumsy than Acrobat. I will fiddle with it later and make sure it is right for all. At the least I will make sure that people can get the reader(s) necessary at the click of a button. Thanks again John.
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